I graduated from university in 2003 with a combined award in Business and Sports Studies, and my career in the financial services industry began soon after.
Having held various non-regulated roles with both RBS and subsequently NatWest, I embarked upon my career as a Financial Consultant with Lloyds TSB (as they were) in 2005. In 2007, I joined Wesleyan in their hospital doctor segment, where during the next 7 years I developed a thorough understanding of the medical profession and the financial needs and concerns of today’s doctors.
During almost 14 years in the industry, I have built a reputation as a very approachable, honest and reliable adviser. My focus is always on giving the best advice to my client and delivering a totally professional service, whether you are a hospital Consultant or a company Director.
Taking the time to get to know clients, their families and their businesses, and at the same time developing a thorough appreciation of their financial objectives forms a crucial, and enjoyable part of my role. I have always firmly believed in delivering on what I say I am going to do, and this fundamental principle gives my clients the peace of mind that they can turn to me for any aspect of their financial planning time after time.
I enjoy running, cycling and table-tennis.